Use Microsoft Dynamics CRM 2011 to Deliver a Seamless Multi-Channel Banking...
Today’s retail banks, regardless of location or size, must be able to support and fulfill customers’ needs through a plethora of sales channels. Faced with tighter lending restrictions, banks must now...
View ArticleBoost Bank Cross-Sell Revenue with CRM 2011
While traveling the other day, I came across an article in the June 13th edition of Bloomberg Businessweek entitled “The Financial Sector Keeps Shrinking.” The article touches on how the financial...
View ArticleClik here to view.
Customer Effective: Banking Introduced at Core User Group Conference
On May 7th, Customer Effective presented the Customer Effective: Banking CRM solution to the attendees of this year’s Miser User Group Conference in Daytona Beach, FL. The Miser core processing system...
View ArticleClik here to view.
Customer Effective: Retail Banking Releases Video, “A Day in the Life of a...
Customer Effective: Banking was built specifically to address the unique challenges of both retail and commercial banks. A unified view of all customers and account activities enables all staff with...
View ArticleCRM for Banking and Customer Retention
In these challenging times, banks are faced with the need to strengthen their customer relationships and improve operational efficiencies. By gaining insight into customers’ profiles and behaviors and...
View ArticleClik here to view.
Education, Empowerment and Relationship: Keys to Happier Bank Customers with...
Due to increasing accountholder disgust with fee increases, wavering client loyalty, eroding customer or member confidence, increased regulation, and tightened margins, banks and credit unions really...
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Identify Untapped Opportunities, Hidden Risks, and Shady Characters with...
As the leading innovator in CRM solutions for financial institutions, Customer Effective offers the Customer Effective: Banking CRM platform, which is built on Microsoft Dynamics CRM and caters to the...
View ArticleDesigning a Versatile CRM Solution for Financial Service Firms
The benefits of CRM software for financial service firms extend beyond sales and marketing support. These powerful solutions also help you manage your enterprise more effectively, offering flexible and...
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Faced with Higher Costs, Banks Turn to Microsoft Dynamics CRM
Along with a Starbucks, it is pretty much guaranteed that there are multiple bank branches on every corner in the metropolitan areas across the country. Depending on what part of the U.S. you’re in,...
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Cement Your Status as the Premier Mortgage Banker in Your Community with...
With mortgage rates slowly creeping up, refinances recently declined to their lowest levels since November 2011. While rates are still near historical lows, Loan Officers may experience a decline in...
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Boost Mortgage Loan Volume in a Rising Rate Environment with Microsoft CRM
Just last week, mortgage rates experienced the biggest one week increase in 26 years. With rates at a two year high, it is safe to say that many mortgage lending divisions would welcome a “secret...
View ArticleBetter Anticipate and Manage Bank Operational Risk with Customer Effective:...
Across the nation, banks are aggressively evaluating and rolling out upgraded and consolidated technology systems in an effort to make their LOs, AEs, and RMs more effective and efficient. Due to the...
View ArticleUse Microsoft Dynamics CRM 2011 to Deliver a Seamless Multi-Channel Banking...
Today’s retail banks, regardless of location or size, must be able to support and fulfill customers’ needs through a plethora of sales channels. Faced with tighter lending restrictions, banks must now...
View ArticleBoost Bank Cross-Sell Revenue with CRM 2011
While traveling the other day, I came across an article in the June 13th edition of Bloomberg Businessweek entitled “The Financial Sector Keeps Shrinking.” The article touches on how the financial...
View ArticleClik here to view.
Extending CRM for Banks to Regulatory and Government Affairs
From the ashes of the recent financial crisis rose a competitive banking environment with more sophisticated and demanding customers. Today's bank customer demands a seamless, multi-channel customer...
View ArticleUse Microsoft Dynamics CRM 2011 to Deliver a Seamless Multi-Channel Banking...
Today’s retail banks, regardless of location or size, must be able to support and fulfill customers’ needs through a plethora of sales channels. Faced with tighter lending restrictions, banks must now...
View ArticleBoost Bank Cross-Sell Revenue with CRM 2011
While traveling the other day, I came across an article in the June 13th edition of Bloomberg Businessweek entitled “The Financial Sector Keeps Shrinking.” The article touches on how the financial...
View ArticleCustomer Effective: Banking Introduced at Core User Group Conference
On May 7th, Customer Effective presented the Customer Effective: Banking CRM solution to the attendees of this year’s Miser User Group Conference in Daytona Beach, FL. The Miser core processing system...
View ArticleCustomer Effective: Retail Banking Releases Video, “A Day in the Life of a...
Customer Effective: Banking was built specifically to address the unique challenges of both retail and commercial banks. A unified view of all customers and account activities enables all staff with...
View ArticleCRM for Banking and Customer Retention
In these challenging times, banks are faced with the need to strengthen their customer relationships and improve operational efficiencies. By gaining insight into customers’ profiles and behaviors and...
View Article
